Eagle Eye Solutions Share Discussion Threads

[opodio] 10/12/2018 17:02

Placing at 40p cos markets are just so nasty at moment and this one burns throug it like a mentalist

[tomps2] 09/12/2018 13:11

Eagle Eye (EYE) Capital Markets Day November 2018



Covering the market, the product, the customers, the financials and the growth strategy, plus the Q&A. With all the key members of the team.

[gleach23] 04/12/2018 11:52

After the modest trades just gone through, stock availability has dried up judging by online quotes. Hopefully signalling the end of this downward leg.

[napoleon 14th] 16/11/2018 09:51

I hope ALT's update on 26th is as positive as EYE's.

IMO EYE is, bar unforseens, this is turning into a success story.
Positive ebitda is the first target, and is in sight, & the recurrent nature of
turnover makes for a strong, reliable base from which to build.

Very happy with that AGM RNS.

[aishah] 16/11/2018 08:05

Very decent update today. Might add more.

[napoleon 14th] 14/11/2018 12:43

Similar short term chart to ALT.

Both bounced off the bottom of their downtrends after a sharp fall,
but neither has broken out thru' the resistance on that downtrend.

Wait & see...

[napoleon 14th] 08/11/2018 16:11

Bin there, done that etc, Mr T, but thanks for the sympathy message!
Yer pays yer murny etc....

I agree with your take on EYE. share price needs an RNS of another big client on board,
but their "sales to profit" is the key to EYE & they need to prove up.
That means new biz & making good returns on current activities.

How is their French venture is doing? No lack of opportunities there.
If they can make Fr. work, int'l expansion could be lucrative once set up.

IMO one of EYE's problems is that they often have trouble replacing schemes already in place. Time will tell.

[mr. t] 07/11/2018 18:37

Not sure Imperial has signed up, but Imperial is linked in with Esso & Mobil who are signed up to PC Optimum, which uses EYE. A complex set of arrangements!

Sorry to hear about your loss napolean, I know what that feels like. I still think there's risk with EYE - their financial position, their ability to secure more revenue growth, and turning that growth into profit.

What I do like is the concept, the management team, the deals they've done already, recent revenue growth, impressive board members who are major shareholders, and a reasonable valuation.

Let's see what the agm statement brings.

[napoleon 14th] 07/11/2018 13:59

I take it imperial have signed up to EYE?
Badly hurt here, as I bought at 230p average & dumped some on the way down (not incl. in those figures).

Still, as I have some ALT & D4T4, I'd say nothing is impossible and hope springs eternal!
Looking for a similar recovery but hesitant to buy some back.

Broken out of 6 month downtrend, past 120p?

Breaking 18 month downtrend requires 180p.

[mr. t] 07/11/2018 10:49

A comment last week from Imperial Oil about the recently launched Esso PC Optimum program being well received:



"PC Optimum points now available at over 2,000 Esso and Mobil stations across the country. The program provides value to our customers, giving them the ability to earn points across their most common everyday purchases which now includes fuel in addition to grocery and pharmacy. Customer response to the program launch at Esso stations has been strong with over 15 percent more volume receiving a loyalty benefit when compared to the same period last year. Imperial is the exclusive fuel partner of this loyalty program."

[matt123d] 07/11/2018 10:06

Added some yday as well. Obviously been a seller for quite a while here, finally cleared now.

[mr. t] 07/11/2018 09:36

Bought a few today and yesterday. It’s hard to buy!

[gleach23] 06/11/2018 22:23

Thanks - wish they were all like this after I bought!

Some good buying today and still 8 trading days before (hopefully) an AGM trading update so with any luck it'll get up a decent head of steam. Certainly moves sharply in both directions.

[aishah] 06/11/2018 21:23

Good entry gleach23. Nice rebound here

[gleach23] 06/11/2018 14:05

Even at 115-119 there are still only up to 23 shares available to buy online

[napoleon 14th] 06/11/2018 11:49

Who took them - that's the interesting bit!

[aishah] 06/11/2018 09:54

No RNS yet on who took them though

[gleach23] 06/11/2018 09:37

So per today's RNS it was Canaccord dumping then.

Looking promising in the short term - even though share price has risen to 105-115 I can only get a quote to buy up to 23 shares online and that will be at a full 115p.

[gleach23] 02/11/2018 15:59

Took a few this afternoon as a trade hoping for a decent run up to AGM on 16th following positive comments in the Final Results about trading early in the new FY.

Some large trades through @ 103 following which supply of shares seems to have totally dried up, according to online quotes at least. Seller dump?

[rambutan2] 25/10/2018 19:56

Annual report here:



Noted: NOTICE IS HEREBY GIVEN that the Annual General Meeting (‘AGM’) of Eagle Eye Solutions Group plc (the ‘Company’) will be held at the offices of Taylor Wessing, 5 New St Square, London EC4A 3TW, UK at 1.00 pm on 16 November 2018.


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[tomps2] 10/10/2018 08:17

Eagle Eye (EYE): FY results presentation on 4.10.18 by Tim Mason, CEO & Lucy Sharman-Munday, CFO

Gives a great overview of the business, and of management.



Tim Mason, CEO
Overview of EYE – 01:02

Lucy Sharman-Munday, CFO
The business model: how we make money - 07:38

Tim Mason, CEO
The market opportunity - 09:56
The strategy – 12:35
Product innovation – 14:01
The Eagle Eye wallet - 15:43

Lucy Sharman-Munday, CFO
Investment during the year - 17:37
Launch of PC Optimum for Loblaw’s - 20:05
Financial update - 23:33

Tim Mason, CEO
Outlook: 31:50

Q&A – 34:40

[napoleon 14th] 09/10/2018 15:15

Lousy market the buy anything.

Redemptions and interactions volumes in 1st 2 months would mean a double over the year,
and stand a good chance of going higher.

Can't see a fundraise this year as ebitda was £-2M, & cash headroom of GBP5.4m, so as EYE gathers pace, this should last well over 3 years on the basis of last year's figures.
That basis is changing for the better.

Not surprised the market has mauled the share - that's the market's mood. I'm near 50% down, & can think of others I'd sell to go longer in EYE in an upturn...

[matt123d] 25/9/2018 21:12

Added a few last week and a few more today, looking for a move to 175/180p area.

[aishah] 25/9/2018 08:59

Good buying interest this morning

[aishah] 17/9/2018 18:43

TechMarketView from 25th July:

Eagle Eye looks sharp
Duncan Aitchison, 08:43, 25 July 2018

Momentum at UK-based SaaS technology provider Eagle Eye continues to build. In its latest trading update the company announced that turnover for FY 2018 (the twelve months to 30th June) was up 33% yoy to £14.8m. Recurring revenue grew by 51% over the prior year and now accounts for 77% of annual sales. The adjusted EBITDA loss for the period increased to £2m (FY17 £1.8m), albeit that this was ahead of management expectations.

Eagle Eye provides businesses with real time connections to their customers via its Air digital marketing platform (which is used to issue and redeem digital offers and rewards). The extension of its suite to include a loyalty offering helped increase volumes through the platform more than fivefold to over 400m during the last financial year. This was primarily driven by the new PC Optimum loyalty programme at Canadian retailer Loblaw going live last February, alongside the growth in coupons and promotions.

New contracts signed during FY18 included Boparan (owners of Ed’s Easy Diner, Giraffe and Harry Ramsden), fashion chain M&Co and Greene King. Groupon and Google were also recruited as partners and the company’s Food & Beverage (F&B) network was used to run campaigns for, amongst others, high profile brands Bacardi and Gordons.

Reporting on Eagle Eye’s H118 results we observed that this young company was scaling-up nicely with a digital proposition which has plenty of room for development and adoption across major industry sectors such as retail and F&B (see here). The latest trading update only reinforces our view